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Meet you where you're at...
but take you where you want to be

Integrate as a partner with your financial team 

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We want to assist in your financial success.

INDIVIDUALIZED ATTENTION

We all have similar goals of being debt free, cash rich, a secure retirement, and enough free time to enjoy our wealth...

However, we are all different and unique in how we want to get there. We believe in individual financial strategies by design.

  • Should I be nervous about the stock market?
  • Am I on track to retire?
  • Can you help me understand my finances?
  • Do I have the appropriate amount of insurance?
  • Do I have too much debt?
  • Why can’t I save more for a rainy day?
  • Am I tax savvy?
  • Am I taking full advantage of my employee benefits?
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    Our Process

    Discovery

    Discovery

    We take the time to discover more about you. This first step in our relationship is time together to find out what is your goal for going through this journey with us.

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    Planning

    Planning

    Together we determine what your financial plan will become. Our team develops and modifies your personal design. 

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    Implementation

    Implementation

    Let’s get started! Time to implement the design and begin to watch your goals materialize. 

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    Monitoring

    Monitoring

    Keeping in touch to review your plan as well as educating you when markets change and the economy affects your design.

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    The Meaning Behind Keystone

    The Meaning Behind Keystone

    Back in 2015, Mark Wilson, Marlene Dattilo, and their former partner Mike Anastasia formed Keystone Capital Partners Group. In the process of creating a name that will be used for years to come, they landed on the idea of a “Keystone” and what it symbolizes.

    When building an arch into a structure, the Keystone is the final piece of the puzzle. It is placed at the very top of the arch in order to support and lock all of the other stones into position. Without a Keystone, these structures cannot stand.

    Meet Our Team

    What Our Clients Have To Say

    Resource Center

    Why Medicare Should Be Part of Your Retirement Strategy

    Why Medicare Should Be Part of Your Retirement Strategy

    How Medicare can address health care needs in your retirement strategy.
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    Surprise! You’ve Got Money!

    Surprise! You’ve Got Money!

    Here’s a quick guide to checking to see if you have unclaimed money.
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    Life Insurance Myths: Debunked

    Life Insurance Myths: Debunked

    Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
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    How Much Do You Know About Investing?

    These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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